ERP Inventory
Inventory management within ERP covers warehouses, stock balance, stock transfers, and opening stock. It works alongside production: raw materials are consumed and finished goods are added. Stock is shared with the Inventory app when both are enabled.
Overview
ERP inventory lets you manage stock across warehouses, view balances, transfer materials between locations, and set up opening stock. Production entries, purchase bills, and sales invoices all update stock. The same warehouses and items are used across ERP and the Inventory app.
Warehouses in ERP
Warehouses in ERP work the same as in the Inventory app. Create warehouses from ERP → Inventory → Warehouses (or from the Inventory app). Each warehouse has a name, address, and optional default flag. Production, transfers, and stock balance are tracked per warehouse.
| Field | Description |
|---|---|
| Name | Warehouse display name. |
| Address | Street address, city, state. |
| Is Default | When enabled, pre-selected for new transactions. |
Stock Balance
View current stock levels across warehouses. Filter by item, warehouse, or both. Columns typically include Item, Warehouse, Quantity, Unit, and Value. Use this to check availability before production or sales.
Stock Transfers
Move materials between warehouses. Create a transfer with source warehouse, destination warehouse, item, and quantity. Stock is deducted from source and added to destination. Useful for moving raw materials to production or finished goods to a shipping warehouse.
| Field | Description |
|---|---|
| From Warehouse | Source warehouse. |
| To Warehouse | Destination warehouse. |
| Item | Item to transfer. |
| Quantity | Quantity to move. |
| Date | Transfer date. |
Opening Stock
Set initial stock when starting with ERP. Specify item, warehouse, quantity, and optionally unit cost. Opening stock establishes your starting balance before any production, purchase, or sales transactions.
| Field | Description |
|---|---|
| Item | Item to set opening stock for. |
| Warehouse | Warehouse location. |
| Quantity | Opening quantity. |
| Rate | Optional unit cost for valuation. |